About
Trust & Will is a modern, online estate planning platform designed to help individuals and families create legally sound wills, revocable living trusts, and other essential documents without the complexity or high cost of traditional legal services. The platform guides users through a step-by-step process, making it easy to name guardians for minor children, designate asset beneficiaries, set medical preferences, and protect loved ones from the burdens of probate court. The platform offers several plan options: a Revocable Living Trust (ideal for homeowners who want to avoid probate), a Last Will and Testament (a more affordable option covering the basics), and a Young Adult Plan for those just turning 18 who need foundational legal protections. Users can access one-on-one attorney support for expert guidance. Trust & Will's EstateOS feature brings intelligent estate management to the platform — offering unlimited plan updates, shareable access with trusted contacts, AI-powered gap recommendations, smart alerts, and personalized insights to ensure your plan stays current. The platform also serves financial advisors and firms, enabling them to offer estate planning as a value-added service to clients, as well as nonprofits that want to facilitate legacy giving. With a simple quiz to find the right plan and a highly rated user experience on Trustpilot, Trust & Will is built for everyday people looking to protect their families quickly and confidently.
Key Features
- Guided Will & Trust Creation: Step-by-step online workflow to create a Last Will and Testament or Revocable Living Trust, including guardian designations and asset distribution instructions.
- EstateOS Smart Management: AI-powered estate management platform that surfaces gaps in your plan, sends smart alerts, and provides personalized insights as your life evolves.
- Attorney Support: Access to one-on-one attorney consultations for expert legal guidance during the estate planning process.
- Unlimited Plan Updates: Members can update their estate plan at any time and share access with trusted contacts to keep everything current and accessible.
- Financial Advisor & Nonprofit Integration: Dedicated portals for financial advisors and nonprofits to offer estate planning services or facilitate legacy giving to their clients and donors.
Use Cases
- Parents with minor children creating a will to designate legal guardians and organize asset distribution.
- Homeowners setting up a Revocable Living Trust to protect their estate and help their family avoid probate court.
- Young adults turning 18 who need healthcare directives and powers of attorney for the first time.
- Financial advisors offering estate planning as a value-added service to their client base.
- Nonprofits enabling donors to include a legacy gift in their estate plan during the document creation process.
Pros
- Simple, Guided Process: The step-by-step questionnaire makes estate planning approachable for anyone, even without legal knowledge.
- Avoids Probate Court: Revocable Living Trust option helps families bypass the lengthy and costly probate process after a loved one passes.
- AI-Powered Gap Detection: EstateOS proactively identifies missing or outdated elements in your estate plan, reducing the risk of overlooked details.
- Multi-User Access: Ability to share plan access with trusted contacts ensures the right people can act when needed.
Cons
- Paid Plans Required: There is no permanent free tier; users must pay to complete and access their estate planning documents.
- US-Focused: The platform is designed for US residents and may not support international estate planning needs.
- Not a Substitute for Complex Legal Advice: For highly complex estates involving business ownership, international assets, or contested situations, a dedicated estate attorney may still be necessary.
Frequently Asked Questions
What is the difference between a Will and a Trust on Trust & Will?
A Last Will and Testament covers the basics — naming guardians for children and distributing assets — but goes into effect after death and does not prevent probate court. A Revocable Living Trust is a more comprehensive plan that goes into effect while you're living, avoids probate, and is especially recommended for homeowners.
Can I update my estate plan after I create it?
Yes. Trust & Will members have access to unlimited updates to their estate plan, so it can evolve as your life circumstances change.
Does Trust & Will offer attorney support?
Yes. Users can access one-on-one attorney support for expert legal guidance throughout the estate planning process.
Is Trust & Will suitable for young adults?
Yes. The platform offers a Young Adult Plan specifically designed for those turning 18 who need foundational legal protections such as healthcare directives and powers of attorney.
Can financial advisors use Trust & Will with their clients?
Yes. Trust & Will has a dedicated portal for financial advisors and firms, with over 20,000 professionals already using the platform to offer estate planning services to their clients.
